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Use a scheduling policy to quarantine items

Discover how to use a scheduling policy to quarantine items in WorldShare.

Create a new patron type policy 

  1. Sign in to OCLC Service Configuration and navigate to WMS Institution > Institution Borrower Categories.
  2. Add a row for a new patron type and name it Quarantine. Click Save. After saving, allow the system 15 minutes to refresh. 
  3. Navigate to WMS Circulation > Patron Type Policy
  4. You will now see a policy name called Quarantine. Click the link to edit the policy. 
  5. Leave all loan limits set to No Limit and click Save.

Create a quarantine patron within WMS 

 Note: If your institution will be quarantining a large number of books, we recommend creating more than one quarantine patron. Checking out thousands of items to a single user can cause system issues.

  1. Sign in to your instance of WorldShare Management Services using an account with the User Admin role. 
  2. Navigate to the Admin Tab.
  3. Click New User.
  4. Provide a username and email address for the quarantine patron. The email address should be the address that will receive notifications for the due dates of the quarantined items. 
  5. Select Quarantine as the Patron Type.
  6. Click Save.

Create a new scheduling policy

  1. Sign in to OCLC Service Configuration.
  2. Navigate to WMS Circulation > Holds and Schedules > Scheduling Policy.
  3. Click Create New​​​​​​​.
  4. Change the policy name to Quarantine​​​​​​​.
  5. All required fields can be set to 0​​​​​​​.
  6. Set all notification policies to None​​​​​​​.
  7. Click Save.

Update the Scheduling Policy Map

  1. Sign in to OCLC Service Configuration.
  2. Navigate to WMS Circulation > Holds and Schedules > Scheduling Policy Map.
  3. Add a new row to the map using the green plus sign.
  4. Set Patron Policy to Quarantine and the rest of the rows to All.
  5. Click Save.

Create a schedule for returned items

  1. Within WorldShare, navigate to WMS Circulation > Discover Items.
  2. Search for the barcode of the returned item.
  3. You will be taken to the Item Details screen. Click Create Schedule.
  4. Type in the barcode or name of the Quarantine patron and click Find.
  5. Select the appropriate patron from the list.
  6. Set the Schedule Date/Time Needed to the current date through the end of the quarantine.
  7. Click Create Schedule.
  8. Click Check In to check the item in. The item will be scheduled until the specified date.

View the Clear Hold Shelf report to remove items from quarantine

  1. Within WorldShare, navigate to WMS Circulation > Reports > Clear Hold Shelf.
  2. Check in the items listed to remove them from quarantine.

 

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